--- title: "Connect SureForms and TidyHQ - APIANT.ai" description: "When \"New Form Submission\" fires in SureForms, your agent runs \"Add Contact Note\" in TidyHQ." canonical: "https://apiant.ai/connect/sureforms-to-tidyhq" --- # Connect SureForms and TidyHQ When **New Form Submission** fires in [SureForms](https://apiant.ai/connections/sureforms), your agent runs **Add Contact Note** in [TidyHQ](https://apiant.ai/connections/tidyhq), or **Contact Added to Group** in TidyHQ to **Add form** in SureForms. Describe the whole flow and it is built, tested on every scenario and kept running. SureForms **1** trigger SureForms **9** actions TidyHQ **10** triggers TidyHQ **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SureForms and TidyHQ to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What SureForms and TidyHQ can do together ### From SureForms to TidyHQ - When **New Form Submission** in SureForms then **Add Contact Note** in TidyHQ - When **New Form Submission** in SureForms then **Add Contact To Group** in TidyHQ ### From TidyHQ to SureForms - When **Contact Added to Group** in TidyHQ then **Add form** in SureForms - When **Contact Created** in TidyHQ then **Update entry** in SureForms Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with SureForms and TidyHQ ## Triggers and actions 11 triggers · 28 actions - Trigger **New Form Submission** Triggers when there is a new form submission on your website. - Action **Add form** Creates a new SureForms form with the given title and fields. - Action **Delete entry** Permanently deletes one or more SureForms form entries. - Action **Delete form** Permanently deletes a SureForms form. - Action **Get entry** Returns a single SureForms form entry (submission) by its ID. - Action **Get form** Returns the details of a single SureForms form, including its fields and settings. - Action **List entries** Returns the form entries (submissions) on your SureForms site. - Action **List forms** Returns all forms on the connected SureForms site. - Action **Update entry** Marks one or more SureForms form entries as read or unread. - Action **Update form** Changes a SureForms form's title or status. - Trigger **Contact Activated** Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash). - Trigger **Contact Added to Group** Triggers when a contact has been added to a group. - Trigger **Contact Created** Triggers when a new contact has been created for the first time. - Trigger **Contact Deactivated** Triggers when a contact has been deleted. - Trigger **Contact Removed From Group** Triggers when a contact has been removed from a group. - Trigger **Event Deleted** Triggers when an event is deleted. - Trigger **Event Ticket Created** Triggers when an event ticket is created. - Trigger **Event Ticket Deleted** Triggers when an event ticket is deleted. - Trigger **Event Ticket Updated** Triggers when an event ticket is updated. - Trigger **Event Updated** Triggers when an event is updated. - Action **Add Contact Note** Adds a note to a TidyHQ contact. - Action **Add Contact To Group** Adds an existing TidyHQ contact to one of your groups. - Action **Add Event Ticket** Creates a new ticket type on a TidyHQ event. - Action **Add invoice** Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact. - Action **Create Contact** Creates a new contact in your TidyHQ organisation. - Action **Delete Contact** Deletes a contact from your TidyHQ organisation. - Action **Delete Contact Note** Deletes a note from a TidyHQ contact. - Action **Delete Event** Deletes an event from your TidyHQ organisation. - Action **Delete Event Ticket** Deletes a ticket type from a TidyHQ event. - Action **Find Contact** Finds contacts in your TidyHQ organisation whose details match the search text. - Action **Get contact** Returns a single TidyHQ contact by its id, including its custom field values. - Action **Get event** Returns a single TidyHQ event by its ID, with all of its details. - Action **List contacts** Returns the contacts in your TidyHQ organisation, optionally narrowed by search text. - Action **List event tickets** Returns the ticket types available on a TidyHQ event. - Action **List groups** Returns the contact groups in your TidyHQ organisation. - Action **Remove Contact From Group** Removes a contact from a TidyHQ group. - Action **Update Contact** Updates an existing TidyHQ contact's details. Only the fields you fill in are changed. - Action **Update Event** Updates an existing TidyHQ event's name, times, location or description. - Action **Update Event Ticket** Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not changed. ## Each app on its own - [ **SureForms** SureForms is a drag-and-drop form builder that helps you create forms, such as contact, feedback, lead...](https://apiant.ai/connections/sureforms) - [ **TidyHQ** When your group needs to collect membership dues, communicate with everyone and keep track of your finances...](https://apiant.ai/connections/tidyhq) Reviews ## What our customers say ## More from SureForms - [ **SureForms to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sureforms-to-trello) - [ **SureForms to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sureforms-to-zoom) - [ **SureForms to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sureforms-to-twilio) - [ **SureForms to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sureforms-to-typeform) - [ **SureForms to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sureforms-to-webflow) - [ **SureForms to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/sureforms-to-wix) ## More into TidyHQ - [ **HubSpot to TidyHQ** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tidyhq) - [ **Salesforce to TidyHQ** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tidyhq) - [ **Slack to TidyHQ** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tidyhq) - [ **Google Sheets to TidyHQ** Google Sheets](https://apiant.ai/connect/google-sheets-to-tidyhq) - [ **Gmail to TidyHQ** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tidyhq) - [ **Google Calendar to TidyHQ** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tidyhq) Questions ## SureForms and TidyHQ, answered ### ### What can start an automation from SureForms? Any of SureForms's 1 trigger in the catalog, including New Form Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TidyHQ when something happens in SureForms? Any of TidyHQ's 19 actions, including Create Contact, Update Contact, Update Event and Update Event Ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TidyHQ to SureForms? Yes. When something happens in TidyHQ, your agent can act in SureForms too. This page covers both directions: TidyHQ's triggers and SureForms's actions are listed here as well. ### ### Do I have to build a connector for SureForms or TidyHQ? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use SureForms and TidyHQ without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.